Archive for July, 2009
Changes in Promoter Holding
Promoter’s Holding form a very important part in the stock analysis. Stocks with large Promoter Holding generally shows that a business is run by a family.
The factor that usually works in favour of companies with large promoter holdings is the fair amount of confidence in the promoters. The reason is that promoters are holding a [...]
Shilpa Medicare – A strong bet on Oncology
The company has come out with very good June Qtr nos and deserves a closer tracking.
About the company and the business:
Company has been expanding in the Oncology space and wants to be the largest Oncology API manufacturer in India apart from big formulation cos which do production for captive use. This space has lesser competition [...]
CHI Investments – proposed merger impact
Dear Friends,
RPG group has proposed the merger of the listed finance cos viz. CHI Investments, Summit Sec, Octave Investments, Brabourne Ent with RPG Itochu Finance. As per the preliminary analysis, I feel the scheme and ratios are unjust to the shareholders of CHI Investments.
There are two issues in this amalgamation:
1) RPG Itochu Finance Ltd shouldn’t [...]
Where were we!
Dear readers, it has been more than a month since we last posted. Sorry for such a long wait.
While we were on official tours, audits and working on presentations, the world kept changing. A budget was presented, RPG group proposed the merger of its listed finance companies, Google Finance introduced many new features, Michael Jackson [...]
